CIBC Private Wealth Group
RSPT icon

CIBC Private Wealth Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

CIBC Private Wealth Group’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$854K Sell
18,757
-2,447
-12% -$111K ﹤0.01% 741
2025
Q3 		$945K Buy
21,204
+410
+2% +$17.2K ﹤0.01% 706
2025
Q2 		$848K Buy
20,794
+3,248
+19% +$118K ﹤0.01% 700
2025
Q1 		$518K Buy
17,546
+6
+0% +$225 ﹤0.01% 795
2024
Q4 		$667K Sell
17,540
-2,796
-14% -$107K ﹤0.01% 790
2024
Q3 		$767K Buy
20,336
+2,805
+16% +$102K ﹤0.01% 748
2024
Q2 		$657K Sell
17,531
-2,035
-10% -$70.8K ﹤0.01% 747
2024
Q1 		$689K Buy
19,566
+5
+0% +$169 ﹤0.01% 756
2023
Q4 		$638K Buy
19,561
+7
+0% +$206 ﹤0.01% 741
2023
Q3 		$550K Buy
+19,554
New +$571K ﹤0.01% 726
2020
Q1 		– Sell
-11,410
Closed -$226K – 917
2019
Q4 		$226K Buy
+11,410
New +$214K ﹤0.01% 856

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return